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International Advisor Roundtable Explores Products, Pricing and Practice Management

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During the 2012 annual meeting of the Million Dollar Round Table, held in Anaheim, Calif. earlier this summer, editors of Summit Business Media’s LifeHealthPro group met with MDRT members from New Zealand, Canada, the U.S. and the U.K., to explore regulatory, practice management and product issues and trends in the four countries.

See also: 5 Quick Takeaways from MDRT’s Main Platform

The roundtable participants included Brian Ashe, president of Brian Ashe and Associates Ltd., Lisle, Ill.; Adrian Baker, a senior partner at St. James Places, Bristol, England; Herb Braley, Jr., president and CEO of Braley Winton Financial, Toronto, Ont.; and Scott Morrison, principal of Summit Financial Group Ltd., Auckland, New Zealand.

Editors of Summit Business Media’s LifeHealthPro group — Warren Hersch of National Underwriter Life & Health, Brian Anderson of Life Insurance Selling, Daniel Williams of Senior Market Advisor and Paul Wilson of — met with the advisors for the roundtable discussion. The following video brings together highlights from these talks.


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